# BENEFICIENT (BENF)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BENF/

- Reporting holders: 15
- Reported value: $3.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Yorkville Advisors Global, LP](https://holderbook.com/funds/1838613-yorkville-advisors-global-lp/) | $1.0M | 280,631 | 1.2% | 1 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1214717-geode-capital-management-llc/) | $569.4K | 154,649 | 0.0% | 3 |
| [VANGUARD CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2100119-vanguard-capital-management-llc/) | $564.8K | 153,491 | 0.0% | 2 |
| [STATE STREET CORP](https://holderbook.com/funds/93751-state-street-corp/) | $488.3K | 132,690 | 0.0% | 3 |
| [VANGUARD FIDUCIARY TRUST CO](https://holderbook.com/funds/933478-vanguard-fiduciary-trust-co/) | $265.2K | 72,070 | 0.0% | 2 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $182.3K | 49,528 | 0.0% | 3 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $166.0K | 45,122 | 0.0% | 2 |
| [NORTHERN TRUST CORP](https://holderbook.com/funds/73124-northern-trust-corp/) | $115.6K | 31,411 | 0.0% | 3 |
| [Ausdal Financial Partners, Inc.](https://holderbook.com/funds/1667146-ausdal-financial-partners-inc/) | $50.8K | 13,817 | 0.0% | 3 |
| [Vanguard Global Advisers, LLC](https://holderbook.com/funds/1811242-vanguard-global-advisers-llc/) | $32.2K | 8,750 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $15.7K | 4,271 | 0.0% | 3 |
| [BARCLAYS PLC](https://holderbook.com/funds/312069-barclays-plc/) | $221 | 60 | 0.0% | 1 |
| [NFSG Corp](https://holderbook.com/funds/1879757-nfsg-corp/) | $88 | 24 | 0.0% | 2 |
| [SBI Securities Co., Ltd.](https://holderbook.com/funds/1851815-sbi-securities-co-ltd/) | $26 | 7 | 0.0% | 3 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $15 | 4 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $3.5M |
| Q1 2026 | 14 | $2.0M |
| Q4 2025 | 13 | $3.7M |
| Q3 2025 | 19 | $407.0K |
| Q2 2025 | 19 | $222.6K |
| Q1 2025 | 17 | $177.7K |
| Q4 2024 | 20 | $376.9K |
| Q3 2024 | 14 | $301.6K |
| Q2 2024 | 11 | $1.6M |
| Q1 2024 | 20 | $419.9K |
| Q4 2023 | 18 | $2.7M |
| Q3 2023 | 13 | $12.8M |